Equity Research

Required Skills

  • Analytical skills
  • Works well under pressure
  • Attention to detail
  • Time management
  • Communication skills
  • Creative / idea generator
  • Proactive / self-starter

Typical Day

  • 7am: Morning meeting
  • 8am: Review news wires and markets
  • 9am: Update financial model for coverage companies
  • 11am: Respond to sales & client information requests
  • 12pm: Update comp tables in excel
  • 2pm: Write up industry report for analyst
  • 4pm: Watch newswires for company releases
  • 6pm: Work with editors on research report
Meet Sanly Li, Equity Research
Sanly Li, Equity Research -
Why did you pick your program and university?
I studied Accounting and Financial Management at the University of Waterloo. I picked this program and university because it offered co-op work terms and a direct path to becoming a Chartered Professional Accountant (CPA). I felt that this program would help me build a solid foundation in both accounting and finance and prepare me with the tools and skills I would need to succeed in the business world.
What made you decide to pursue finance once you started university?
I decided to pursue a career in finance because of how dynamic the industry is. It is fast-paced, continuously changing and advancing. I knew that I would be constantly learning and that there would be endless opportunities for growth and career progression.
What kind of internships or job experience did you complete while in school?
While in school, I completed all my co-op work terms at KPMG as a Staff Accountant in the audit practice, specifically specializing in the financial industry.
Describe your current role and your typical day.
Currently, I am a Senior Equity Research Associate at RBC Capital Markets. My role is to support the Equity Research Analyst in conducting research on specific companies in order to produce investment reports and recommendations. During a typical workday, I would be writing reports, updating databases, and assisting the analyst with client requests.
What's one piece of advice that you would give someone in high school looking to a career in your field?
One piece of advice I would give someone in high school looking to pursue a career in my field is that it is important to be well-rounded. A great way to develop leadership and interpersonal skills is to get involved with extracurricular activities. Internships or co-ops are also great opportunities to gain some relevant job experiences.
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